FRANK AND MARTA JAGER FOUNDATION INC: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- FRANK AND MARTA JAGER FOUNDATION INC (EIN 45-3340410)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-05-04
- IRS object ID
- 201541249349100304
- Schema version
- 2014v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-04T08:47:16-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 521577893 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | J CLARK LEE CPA PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15720 CRABBS BRANCH WAY STE D | AddressLine1Txt |
| City | ROCKVILLE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20855 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 453340410 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FRANK AND MARTA JAGER | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FRAN | BusinessNameControlTxt |
| Phone | 7037341686 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6962 DUNCRAIG COURT | AddressLine1Txt |
| City | MCLEAN | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 221011568 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EVELYN SANDGROUND | PersonNm |
| Person Title | DIRECTOR & PRESIDENT | PersonTitleTxt |
| Phone | 7037341686 | PhoneNum |
| Signature | 2015-05-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | J CLARK LEE | PreparerPersonNm |
| PTIN | P01350115 | PTIN |
| Phone | 3016709500 | PhoneNum |
| Preparation | 2015-05-04 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,085,911 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $15,602 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $15,602 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $27,510 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $22,961 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $34,289 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $743,289 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $34,289 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $77,401 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $72,852 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $14,300 | AccountingFeesRevAndExpnssAmt |
| Interest Rev And Expnss | $7,072 | InterestRevAndExpnssAmt |
| Taxes Rev And Expnss | $144 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $865 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $22,381 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $56,950 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $56,950 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $79,331 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $56,950 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,930 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $72,852 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $83,002 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $25,114 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $25,114 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $55,600 | AcctRcvblBOYAmt |
| Other Investments BOY | $913,192 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,023,660 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,060,797 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,051,794 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,048,774 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,085,911 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $1,051,794 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,048,774 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,051,794 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,048,774 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,051,794 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,048,774 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,051,794 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,930 | ExcessRevenueOverExpensesAmt |
| Other Increases | $910 | OtherIncreasesAmt |
| Subtotal | $1,050,774 | SubtotalAmt |
| Other Decreases | $2,000 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,048,774 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICALLY TRADED SECURITIES | P | $727,906 | $709,000 | $18,906 | $18,906 |
| P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $34,289 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $18,906 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | Yes (true) | LiableSection4942TaxInd |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,457 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,457 | SubtotalAmt |
| Tax Based On Investment Income | $1,457 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $19 | EsPenaltyAmt |
| Tax Due | $1,476 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | VA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | J CLARK LEE CPA PC | IndividualWithBooksNm |
| Phone | 3016709500 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15720 CRABBS BRANCH WAY | AddressLine1Txt |
| City | ROCKVILLE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20855 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| EVELYN H SANDGROUND | ||||||||
| 6962 DUNCRAIG COURT | MCLEAN | VA | 221011568 | DIRECTOR & P | 2.00 | $0 | $0 | $0 |
| BILL J PERKINS | ||||||||
| 6962 DUNCRAIG COURT | MCLEAN | VA | 221011568 | SECRETARY, T | 2.00 | $0 | $0 | $0 |
| PETER G HELLER | ||||||||
| 1739 FERNLEAF CIRCLE NW | ATLANTA | GA | 30318 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ERIC J HELLER | ||||||||
| 6962 DUNCRAIG COURT | MCLEAN | VA | 221011568 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $987,965 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $138,606 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,126,571 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,126,571 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $16,899 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,109,672 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $55,484 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $55,484 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,457 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,457 | TotalTaxAmt |
| Distributable Before Adj | $54,027 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $54,027 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $54,027 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $56,950 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $56,950 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $56,950 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $54,027 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $53,881 | UndistributedIncomePYAmt |
| Qualifying Distributions | $56,950 | QualifyingDistributionsAmt |
| Applied To Year1 | $53,881 | AppliedToYear1Amt |
| Applied To Current Year | $3,069 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $50,958 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ERIC HELLER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6962 DUNCRAIG COURT | AddressLine1Txt |
| City | MCLEAN | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 221011568 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7037341686 | RecipientPhoneNum |
| Form And Info And Materials | NO GRANT APPLICATION OR PROPOSAL IS REQUIRED IN ORDER TO RECEIVE A GRANT FROM THE FOUNDATION. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NO APPLICATION OR PROPOSAL IS REQUIRED, THEREFORE, A SUBMISSION DEADLINE IS NOT APPLICABLE | SubmissionDeadlinesTxt |
| Restrictions On Awards | THERE ARE NO FORMAL LIMITATIONS OR RESTRICTIONS ON THE AMOUNT OF AWARDS. THE FOUNDATION BOARD IS RESPONSIBLE FOR DETERMINING THE AMOUNT OF THE AWARDS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (31 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| THE LINK | |||||||
| 348 MT VERNON HIGHWAY | SANDY SPRINGS | GA | 30328 | NONE | 501(C)(3) | OPERATING SUPPORT | $2,000 |
| CHI INC | |||||||
| 10501 NEW HAMPSHIRE AVE | SILVER SPRING | MD | 20903 | NONE | 501(C)(3) | OPERATING SUPPORT | $2,500 |
| US HOLOCAUST MEMORIAL MUSEUM | |||||||
| 100 RAOUL WALLENBERG PL | WASHINGTON | DC | 200242126 | NONE | 501(C)(3) | OPERATING SUPPORT | $10,000 |
| THE CAMPAIGN FOR GEORGETOWN | |||||||
| BOX 0734 | WASHINGTON | DC | 200730734 | NONE | 501(C)(3) | OPERATING SUPPORT | $1,500 |
| EDMUND BURKE SCHOOL | |||||||
| 4101 CONNECTICUT AVE NW | WASHINGTON | DC | 20008 | NONE | 501(C)(3) | OPERATING SUPPORT | $3,000 |
| CHILDREN'S NATIONAL MEDICAL CENTER | |||||||
| 801 ROEDER ROAD 650 | SILVER SPRING | MD | 20910 | NONE | 501(C)(3) | OPERATING SUPPORT | $600 |
| THE PRIMARY DAY SCHOOL | |||||||
| 7300 RIVER ROAD | BETHESDA | MD | 20817 | NONE | 501(C)(3) | OPERATING SUPPORT | $1,000 |
| COLUMBIA UNIVERSITY | |||||||
| 622 WEST 113TH STREET | NEW YORK | NY | 10025 | NONE | 501(C)(3) | OPERATING SUPPORT | $500 |
| J STREET EDUCATION FUND | |||||||
| PO BOX 66073 | WASHINGTON | DC | 20035 | NONE | 501(C)(3) | OPERATING SUPPORT | $1,000 |
| WASHINGTON CONCERT OPERA | |||||||
| 2437 15TH ST | WASHINGTON | DC | 20009 | NONE | 501(C)(3) | OPERATING SUPPORT | $500 |
| CATHOLIC CHARITIES | |||||||
| 924 G ST NW | WASHINGTON | DC | 20001 | NONE | 501(C)(3) | OPERATING SUPPOST | $500 |
| SUSAN COHAN COLON CANCER FOUNDATION | |||||||
| 201 NORTH CHARLES ST S | BALTIMORE | MD | 21201 | NONE | 501(C)(3) | OPERATING SUPPORT | $900 |
| WAMU | |||||||
| 4400 MASSACHUSETTS AVE | WASHINGTON | DC | 20016 | NONE | 501(C)(3) | OPERATING SUPPORT | $100 |
| THE POTOMAC SCHOOL | |||||||
| 1301 POTOMAC SCHOOL ROAD | MCLEAN | VA | 22101 | NONE | 501(C)(3) | OPERATING SUPPORT | $2,000 |
| ALS ASSOCIATION | |||||||
| 1275 K STREET NW | WASHINGTON | DC | 20005 | NONE | 501(C)(3) | OPERATING SUPPORT | $3,000 |
| SOME | |||||||
| 70 O STREET NW | WASHINGTON | DC | 20001 | NONE | 501(C)(3) | OPERATING SUPPORT | $1,000 |
| PIG IRON THEATER COMPANY | |||||||
| 4147 NORTH 2ND STREET | PHILADELPHIA | PA | 19122 | NONE | 501(C)(3) | OPERATING SUPPORT | $250 |
| THE JEWISH FND FOR GROUP HOMES | |||||||
| 1500 E JEFFERSON ST | ROCKVILLE | MD | 20852 | NONE | 501(C)(3) | OPERATING SUPPORT | $10,000 |
| ANNANDALE VILLAGE | |||||||
| 3500 ANNANDALE LANE | SUWANEE | GA | 30024 | NONE | 501(C)(3) | OPERATING SUPPPORT | $3,900 |
| WASHINGTON HEBREW CONGREGATION | |||||||
| 1380 ALABAMA AVE SE | WASHINGTON | DC | 20032 | NONE | 501(C) (3) | OPERATING SUPPORT | $250 |
| THE THEATRE LAB | |||||||
| 733 8TH STREET NW | WASHINGTON | DC | 20001 | NONE | 501 (C) (3) | OPERATING SUPPORT | $1,000 |
| CHILDREN'S HEALTHCARE OF ATLANTA | |||||||
| 1600 TULLIE CIRCLE NE | ATLANTA | GA | 30329 | NONE | 501 (C) (3) | OPERATING SUPPORT | $2,000 |
| UNIVERSITY OF VIRGINIA | |||||||
| 190 MCCORMICK ROAD | CHARLOTTESVILLE | VA | 22904 | NONE | 501 (C) (3) | OPERATING SUPPORT | $2,000 |
| GEORGE MASON UNIVERSITY | |||||||
| 4400 UNIVERSITY DRIVE | FAIRFAX | VA | 22030 | NONE | 501 (C) (3) | OPERATING SUPPORT | $1,000 |
| BARBARA COLEGROVE SCHOLARSHIP | |||||||
| 1155 UNION CIRCLE | DENTON | TX | 76203 | NONE | 501 (C) (3) | OPERATING SUPPORT | $1,000 |
| SIMON WIESENTHAL CENTER | |||||||
| 1399 ROXBURY DRIVE | LOS ANGELES | CA | 90035 | NONE | 501 (C) (3) | OPERATING SUPPORT | $1,200 |
| NATIONAL MUSEUM OF AMERICAN JEWS | |||||||
| 101 S INDEPENDENCE MALL | PHILADELPHIA | PA | 19106 | NONE | 501 (C) (3) | OPERATING SUPPORT | $1,750 |
| MOSAIC THEATER COMPANY OF DC | |||||||
| 1333 H STREET NE | WASHINGTON | DC | 20003 | NONE | 501 (C) (3) | OPERATING SUPPORT | $1,000 |
| PEN FAULKNER FDN | |||||||
| 201 EAST CAPITOL STREET | WASHINGTON | DC | 20003 | NONE | 501 (C) (3) | OPERATING SUPPORT | $500 |
| PARKINSON'S DISEASE FDN | |||||||
| 1359 BROADWAY STE 1509 | NEW YORK | NY | 10018 | NONE | 501 (C) (3) | OPERATING SUPPORT | $500 |
| TEMPLE RODEF SHALOM | |||||||
| 2100 WESTMORELAND STREET | FALLS CHURCH | VA | 22043 | NONE | 501 (C) (3) | OPERATING SUPPORT | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $56,950 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $15,602 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $27,510 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $34,289 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $77,401 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $77,401 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT ACCOUNTING FEES | CategoryTxt |
| Amt | $14,300 | Amt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (25 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DSW MGD MUNI BDFD-SMLCX | ||
| PRU JENN 20/20 FD -PTWAX | ||
| PRU HIGH YIELD-PBHAX | ||
| PRU ST CORP BD FD-PBSMX | ||
| UNIT FIRST TR CORE CLOS END ALL2 | ||
| CUSHING MLP PREM A -CSHAX | $53,739 | $62,027 |
| PRU HEALTH SCI-PHLAX | $50,000 | $77,236 |
| GABELLI FOCUS FIVE-GWSAX | $55,220 | $56,732 |
| HENDERSON EUR FOCUS-HFEAX | $50,000 | $52,662 |
| TEMPLETON GLOBAL BOND-TEGBS | ||
| WISDOM TRUST JAPN-DXJ | $48,014 | $49,230 |
| UNIT AAM AGRI-BUS OPPOR | $47,810 | $51,890 |
| ING GROEP NV FIXED | $49,573 | $47,127 |
| UNITED CONTINENTAL HLDGS | $47,888 | $46,350 |
| ALCOA INC | $48,017 | $49,249 |
| HEWLETT-PACKARD CO | $49,246 | $49,386 |
| NUSTAR LOGISTICS | $49,819 | $46,050 |
| CROWN CASTLE INTL CORP | $48,993 | $49,078 |
| CIT GROUP | $49,226 | $49,272 |
| HEALTHSOUTH CORP | $48,879 | $48,281 |
| CENTURYTEL INC | $47,941 | $47,582 |
| DEUTSCHE STRAT HIYLD TX FR | $100,222 | $103,521 |
| FRANKLIN INCOME | $54,052 | $51,508 |
| PUTNAM EQUITY SPECTRUM | $75,000 | $77,506 |
| POWERSHARES DB BASE METALS | $50,021 | $46,110 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 2013 EST TAX PAYMENT | Desc |
| Amt | $2,000 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| EXPENSES | |
| TREASURER OF VA-FEE | $25 |
| TRAVEL DIRECTORS' MEETING | $690 |
| POWERSHARES DB K-1 | $150 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 1099 DIFFERENCES | Desc |
| Amt | $910 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX PAID | CategoryTxt |
| Amt | $144 | Amt |
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